AB

Amalgamated Bank Portfolio holdings

AUM $13B
1-Year Est. Return 23.92%
This Quarter Est. Return
1 Year Est. Return
+23.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.04B
AUM Growth
-$48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,756
New
Increased
Reduced
Closed

Top Buys

1
+$8.07M
2
+$3.51M
3
+$1.9M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.37M
5
WMB icon
Williams Companies
WMB
+$1.25M

Top Sells

1
+$8.88M
2
+$4M
3
+$3.59M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$3.26M
5
AMD icon
Advanced Micro Devices
AMD
+$2.74M

Sector Composition

1 Technology 19.12%
2 Financials 14.97%
3 Healthcare 13.79%
4 Consumer Discretionary 10.56%
5 Industrials 10.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$7.82M 0.19%
24,635
-805
102
$7.77M 0.19%
106,627
-2,608
103
$7.71M 0.19%
200,306
-6,008
104
$7.63M 0.19%
168,641
-5,097
105
$7.47M 0.18%
111,552
-2,922
106
$7.43M 0.18%
38,051
-1,219
107
$7.43M 0.18%
38,563
-1,209
108
$7.41M 0.18%
90,183
-2,355
109
$7.41M 0.18%
43,518
-1,076
110
$7.35M 0.18%
48,914
-1,570
111
$7.34M 0.18%
35,849
-992
112
$7.3M 0.18%
15,494
-377
113
$7.29M 0.18%
156,541
-6,377
114
$7.18M 0.18%
89,732
-618
115
$7.1M 0.18%
50,312
-1,915
116
$7M 0.17%
20,677
-645
117
$6.93M 0.17%
90,437
-2,704
118
$6.86M 0.17%
42,661
-1,331
119
$6.82M 0.17%
71,825
-1,790
120
$6.71M 0.17%
73,292
-2,354
121
$6.71M 0.17%
32,209
-879
122
$6.7M 0.17%
86,876
-2,736
123
$6.68M 0.17%
59,962
-1,819
124
$6.42M 0.16%
35,551
-864
125
$6.23M 0.15%
87,675
-2,821
3 4
5
6 7